How does the advisor help clients – Key Takeaways:
SPYGLASS INVESTMENT MANAGEMENT helps clients by providing expert financial advice and strategies to help them reach their financial goals. Their personalized approach and range of services make them a top choice for individuals and businesses alike.
Facts and Insights
SPYGLASS INVESTMENT MANAGEMENT was founded in 2005 and has since grown to become a leading financial management firm with assets under management totaling over $2.5 billion. They have a team of over 25 experienced advisors who offer a diverse range of financial services to clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | Over 25 | Since 2005 |
Financial Services Offered
SPYGLASS INVESTMENT MANAGEMENT offers a wide range of financial services to meet the needs of their clients. This includes investment management, retirement planning, tax planning, estate planning, and risk management. They also offer specialized services for businesses, such as employee benefits and corporate retirement plans.
Client Types
SPYGLASS INVESTMENT MANAGEMENT serves a diverse range of clients, including individuals, small businesses, corporations, and institutional investors. Their personalized approach allows them to cater to the unique needs and goals of each client.
Fees & Compensation
SPYGLASS INVESTMENT MANAGEMENT charges a fee based on a percentage of assets under management. This fee structure aligns their interests with their clients and ensures they are always working in the best interest of their clients’ financial success.
Background
SPYGLASS INVESTMENT MANAGEMENT was founded by a team of experienced financial professionals who share a passion for helping clients achieve their financial goals. Their team includes certified financial planners, investment advisors, and tax experts, ensuring a well-rounded approach to financial management.
Financial Advisor Disclosures to Know
As a registered investment advisor, SPYGLASS INVESTMENT MANAGEMENT is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. They also have a clean record with no disciplinary actions or complaints filed against them.